Ian Meierdiercks
Ian Meierdiercks is a registered investment advisor at Stonex Advisors INC., based in Blue Bell, PA, with 26 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 2 more. Their firm serves 9,843 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneX Advisors' investment management fees are negotiated between you and your financial advisor, with a maximum of 2% of your portfolio's value annually (1.5% for annuity allocations). There's a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically deducted from your account quarterly or monthly in advance, but can be arranged in arrears. If you end the agreement early, you'll receive a refund for any unearned fees.
Location
3 Valley Square, Suite 110, Blue Bell, PA, 19422
Get directionsHistory
Regulatory History (1)
Regulatory
February 2018Other Business ActivitiesSells Insurance
Ian advises clients on investments and insurance through IM Wealth Partners, where he is an owner. He also sells fixed insurance products and owns IM Wealth Partners Insurance LLC to collect fixed insurance commissions, dedicating about half of his time to these insurance-related activities.
Employment History
Current Registrations
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Sterne Agee Asset Management, INC.
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.